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Monarch Partners Asset Management’s U-Haul Holding Co UHAL Stock Holding History

Monarch Partners Asset Management’s Portfolio UHAL Stock Details UHAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-284,310
Closed -$10.6M – 188
2016
Q2 		$10.6M Hold
284,310
– – 1.07% 31
2016
Q1 		$10.2M Sell
284,310
-10,000
-3% -$348K 1.05% 39
2015
Q4 		$11.5M Buy
+294,310
New +$11.9M 1.19% 24

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Monarch Partners Asset Management's UHAL Position: Q3 2016 in Review

Monarch Partners Asset Management sold out of U-Haul Holding Co (UHAL) in Q3 2016, closing a stake of 284,310 shares — an estimated $10.6M sold.

Monarch Partners Asset Management first reported a position in UHAL in Q4 2015 and held it in 3 quarters. The position peaked at $11.5M in Q4 2015. 214 funds tracked by Wall St. Rank hold UHAL as of Q3 2016.

  • Monarch Partners Asset Management reported no remaining U-Haul Holding Co position as of Q3 2016 after selling out during the quarter.
  • Monarch Partners Asset Management sold 284,310 U-Haul Holding Co shares in Q3 2016, an estimated $10.6M.
  • Monarch Partners Asset Management first reported a position in U-Haul Holding Co in Q4 2015 and held it in 3 quarters.
  • Monarch Partners Asset Management's U-Haul Holding Co position peaked at $11.5M in Q4 2015.
  • 214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2016.

Based on Monarch Partners Asset Management's 13F filing for Q3 2016, filed 26 Oct 2016.